IVV vs VB

AIVV

BVB

Measures won4–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VB $13,413

Lowest cost0.03%IVV · $3 on $10k

Most income1.28%VB · $128 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common3.5%IVV and VB

IVV

iShares Core S&P 500 ETF · $850BVanguard Morningstar Small-Cap ETF · $76.9B

+21.8%3 years · per year$18,084 · $16,654+18.5%

+11.4%5 years · per year$17,177 · $13,413+6.0%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.14%12-mo yield$114 · $128 on $10k1.28%

−8.9%Worst dropSmaller wins−9.0%

13.6%VolatilityLower wins16.2%

4–1IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · VB

0.1%MRNA0.4%

0.1%CNC0.2%

0.0%EQT0.2%

0.0%ILMN0.5%

Held in common3.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs VB

IVV

iShares Core S&P 500

$17,177

Vanguard Morningstar Small-Cap

$13,414

MeasureIVVVB

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.14%1.28%

5 years, per year+11.4%+6.0%

3 years, per year+21.8%+18.5%

Worst drop · 1Y−8.9%−9.0%

Volatility · 1Y13.6%16.2%

4–1measures won
IVV first

3.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: IVV, VB

Today

3.5%most shared, IVV and VB

IVVVB

IVV—3.5%

VB3.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$125most kept, VB

VB$128 − $3 = $125

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee